CI

Cambiar Investors Portfolio holdings

AUM $2.2B
1-Year Est. Return 6.87%
This Quarter Est. Return
1 Year Est. Return
+6.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.51B
AUM Growth
-$466M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$36.5M
2
+$30.7M
3
+$22.5M
4
TCOM icon
Trip.com Group
TCOM
+$12.5M
5
CMI icon
Cummins
CMI
+$11.1M

Top Sells

1
+$100M
2
+$82.7M
3
+$78M
4
SMFG icon
Sumitomo Mitsui Financial
SMFG
+$66.2M
5
BMY icon
Bristol-Myers Squibb
BMY
+$31M

Sector Composition

1 Energy 19.6%
2 Financials 18.84%
3 Industrials 11.31%
4 Consumer Staples 10.71%
5 Communication Services 8.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.35M 0.08%
398,972
+37,399
127
$4.25M 0.08%
57,857
-874
128
$4.23M 0.08%
164,381
+60
129
$4.2M 0.08%
88,198
-97
130
$4.18M 0.08%
69,266
-1,126
131
$4.13M 0.07%
86,232
-546,220
132
$3.93M 0.07%
61,409
-1,193
133
$3.85M 0.07%
108,645
-1,500
134
$3.83M 0.07%
76,367
-974
135
$3.82M 0.07%
45,974
+10,790
136
$3.81M 0.07%
52,864
+11,654
137
$3.57M 0.06%
+38,235
138
$3.49M 0.06%
111,378
+11,883
139
$3.33M 0.06%
227,484
+4,000
140
$2.91M 0.05%
25,293
-16
141
$2.83M 0.05%
+96,706
142
$2.82M 0.05%
19,777
-17,185
143
$2.53M 0.05%
+112,352
144
$1.97M 0.04%
38,388
+629
145
$1.75M 0.03%
15,809
-18
146
$1.39M 0.03%
64,127
+1,504
147
$1.12M 0.02%
45,000
148
$803K 0.01%
9,290
149
$790K 0.01%
7,490
150
$765K 0.01%
17,682
+3,513
4 5
6
7 8